Civic Intelligence

Beverly Rotary Club

990EZ • Fiscal year 2017 • EIN 04-6051215

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

P O Box 201Beverly, MA 01915

(978) 236-3202

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

2nd percentile

-84%

Faster asset growth than 2% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

25th percentile

-15%

Faster revenue growth than 25% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$3,048

Down $16,525 (-84%) from 2016

Net Assets

Down

$3,048

Down $16,525 (-84%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$82,192

Down $14,026 (-15%) from 2016

Expenses

Up

$98,717

Up $16,679 (+20%) from 2016

Net Income

Down

-$16,525

Down $30,705 (-217%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $24,008Liabilities 2011: $12,900Net Assets 2011: $11,1082011Assets 2012: $31,678Liabilities 2012: $625Net Assets 2012: $31,0532012Assets 2013: $49,064Liabilities 2013: $22,500Net Assets 2013: $26,5642013Assets 2014: $10,287Liabilities 2014: $0Net Assets 2014: $10,2872014Assets 2015: $5,393Liabilities 2015: $0Net Assets 2015: $5,3932015Assets 2016: $19,573Liabilities 2016: $0Net Assets 2016: $19,5732016Assets 2017: $3,048Liabilities 2017: $0Net Assets 2017: $3,0482017Assets 2018: $18,101Liabilities 2018: $0Net Assets 2018: $18,1012018Assets 2019: $17,230Liabilities 2019: $02019Assets 2020: $15,470Liabilities 2020: $0Net Assets 2020: $15,4702020Assets 2021: $21,140Liabilities 2021: $0Net Assets 2021: $21,1402021Assets 2022: $27,117Liabilities 2022: $0Net Assets 2022: $27,1172022Assets 2023: $57,591Liabilities 2023: $0Net Assets 2023: $57,5912023Assets 2024: $49,964Liabilities 2024: $0Net Assets 2024: $49,9642024Assets 2025: $42,738Liabilities 2025: $0Net Assets 2025: $42,7382025

Highlighted filing

2017

Assets$3,048
Liabilities$0
Net Assets$3,048

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KExpenses 2011: $68,5192011Expenses 2012: $59,2222012Revenue 2013: $110,748Expenses 2013: $115,237Net Income 2013: -$4,4892013Revenue 2014: $83,969Expenses 2014: $100,246Net Income 2014: -$16,2772014Revenue 2015: $103,246Expenses 2015: $108,140Net Income 2015: -$4,8942015Revenue 2016: $96,218Expenses 2016: $82,038Net Income 2016: $14,1802016Revenue 2017: $82,192Expenses 2017: $98,717Net Income 2017: -$16,5252017Revenue 2018: $101,377Expenses 2018: $86,324Net Income 2018: $15,0532018Revenue 2019: $90,617Expenses 2019: $91,488Net Income 2019: -$8712019Revenue 2020: $75,022Expenses 2020: $76,784Net Income 2020: -$1,7622020Revenue 2021: $34,820Expenses 2021: $29,150Net Income 2021: $5,6702021Revenue 2022: $78,193Expenses 2022: $72,216Net Income 2022: $5,9772022Revenue 2023: $107,549Expenses 2023: $77,075Net Income 2023: $30,4742023Revenue 2024: $66,368Expenses 2024: $73,995Net Income 2024: -$7,6272024Revenue 2025: $64,366Expenses 2025: $71,592Net Income 2025: -$7,2262025

Highlighted filing

2017

Revenue$82,192
Expenses$98,717
Net Income-$16,525
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$82,192
Mission and Program Overview

Mission

CHARITABLE ACTIVITIES

Program Services

DescriptionGrantsExpenses
CLUB OPERATIONS INCLUDE WEEKLY LUNCHEON MEETINGS AND OTHER SOCIAL EVENTS FOR WHICH MEMBERS PAY, AND DISTRICT CONFERENCES AND SEMINARS TO BENEFIT CLUB OPERATIONS.-$48,523
THE MAJOR EMPHASIS OF THE BEVERLY ROTARY CLUB IS TO PROVIDE VOLUNTEERS AND MINIMAL OPERATING EXPENSES FOR THE BEVERLY ROTARY CLUB FOUNDATION WHICH PROVIDES DONATIONS TO CHARITABLE CAUSES, SCHOLARSHIPS TO LOCAL STUDENTS, AND OTHER PROGRAMS THAT DIRECTLY BENEFIT THE LOCAL COMMUNITY.-$25,063
7,000 WAS DONATED TO THE BEVERLY ROTARY CLUB FOUNDATION FOR SCHOLARSHIPS TO LOCAL STUDENTS WISHING TO FURTHER THEIR EDUCATION. 5,000 WAS DONATED TO ROTAPLAST, A NON PROFIT HUMANITARIAN ORGANIZATION DEDICATED TO PROVIDING FREE RECONSTRUCTIVE CLEFT-PALATE OPERATIONS FOR CHILDREN IN NEED WORLDWIDE. THE REMAINING 4,485 WAS GRANTED TO SEVERAL COMMUNITY AND SPORTING EVENTS COMMITTED TO IMPROVING LIFE FOR THE CITIZENS OF BEVERLY AND SURROUNDING TOWNS.$16,485$16,485
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BECKMANPresidentPT$0--
MAUREEN TREFRYFirst Vice PPT$0--
MATTHEW PIAKERSecond VicePT$0--
TOM CHATELLIERTreasurerPT$0--
TIM WEARAssistant TrPT$0--
JACKIE RAPISARDISecretaryPT$0--
ALMIRIS CONTRERASAsst. SecretPT$0--
BRIAN DAPICEDirectorPT$0--
JULIE FLOWERSDirectorPT$0--
DONALD KELLEYDirectorPT$0--
ANDREW DEFRANZADirectorPT$0--
CHRISTOPHER HAIGHTDirectorPT$0--
DAVE OLSONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Beverly Rotary Club
EIN
04-6051215
Phone
9782363202
Address
P O BOX 201, BEVERLY, MA 01915

Signing Officer

Name
Tom Chatellier
Title
Treasurer
Phone
9782363202
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Gj Burns CPA LLC
Address
10 ELM ST, DANVERS, MA 01923-2811
Preparer
Gregg J Burns CPA
Phone
9787771181
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Rotary foundation 07/20/2016 po box 201 beverly, ma 01921 7,000 0 0

Form 990-ez, Part I, Line 16

Expenses office expense 1,009 insurance 4,065 installation expense 8,613 lunches/meetings/socials 38,744 celtic sojourn at the cab 561 district and rotary int'l 9,779 program operating expense 13,414 misc. Fundraising expense 1,361 total 77,546

Form 990-ez, Part III, Line 28

The major emphasis of the beverly rotary club is to provide volunteers and minimal operating expenses for the beverly rotary club foundation which provides donations to charitable causes, scholarships to local students, and other programs that directly benefit the local community.

Form 990-ez, Part III, Line 30

7,000 was donated to the beverly rotary club foundation for scholarships to local students wishing to further their education. 5,000 was donated to rotaplast, a non profit humanitarian organization dedicated to providing free reconstructive cleft-palate operations for children in need worldwide. The remaining 4,485 was granted to several community and sporting events committed to improving life for the citizens of beverly and surrounding towns.

Raw XML Appendix147 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MAUREEN TREFRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW PIAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TOM CHATELLIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TIM WEAR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALMIRIS CONTRERAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIAN DAPICE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ANDREW DEFRANZA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12DAVE OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VICE P
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECOND VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE MAJOR EMPHASIS OF THE BEVERLY ROTARY CLUB IS TO PROVIDE VOLUNTEERS AND MINIMAL OPERATING EXPENSES FOR THE BEVERLY ROTARY CLUB FOUNDATION WHICH PROVIDES DONATIONS TO CHARITABLE CAUSES, SCHOLARSHIPS TO LOCAL STUDENTS, AND OTHER PROGRAMS THAT DIRECTLY BENEFIT THE LOCAL COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CLUB OPERATIONS INCLUDE WEEKLY LUNCHEON MEETINGS AND OTHER SOCIAL EVENTS FOR WHICH MEMBERS PAY, AND DISTRICT CONFERENCES AND SEMINARS TO BENEFIT CLUB OPERATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt27,000 WAS DONATED TO THE BEVERLY ROTARY CLUB FOUNDATION FOR SCHOLARSHIPS TO LOCAL STUDENTS WISHING TO FURTHER THEIR EDUCATION. 5,000 WAS DONATED TO ROTAPLAST, A NON PROFIT HUMANITARIAN ORGANIZATION DEDICATED TO PROVIDING FREE RECONSTRUCTIVE CLEFT-PALATE OPERATIONS FOR CHILDREN IN NEED WORLDWIDE. THE REMAINING 4,485 WAS GRANTED TO SEVERAL COMMUNITY AND SPORTING EVENTS COMMITTED TO IMPROVING LIFE FOR THE CITIZENS OF BEVERLY AND SURROUNDING TOWNS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016485
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt148523
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216485
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalExpensesAmt098717
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IRS990EZ/TotalRevenueAmt082192
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BEVERLYROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY FOUNDATION 07/20/2016 PO BOX 201 BEVERLY, MA 01921 7,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSE 1,009 INSURANCE 4,065 INSTALLATION EXPENSE 8,613 LUNCHES/MEETINGS/SOCIALS 38,744 CELTIC SOJOURN AT THE CAB 561 DISTRICT AND ROTARY INT'L 9,779 PROGRAM OPERATING EXPENSE 13,414 MISC. FUNDRAISING EXPENSE 1,361 TOTAL 77,546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MAJOR EMPHASIS OF THE BEVERLY ROTARY CLUB IS TO PROVIDE VOLUNTEERS AND MINIMAL OPERATING EXPENSES FOR THE BEVERLY ROTARY CLUB FOUNDATION WHICH PROVIDES DONATIONS TO CHARITABLE CAUSES, SCHOLARSHIPS TO LOCAL STUDENTS, AND OTHER PROGRAMS THAT DIRECTLY BENEFIT THE LOCAL COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt37,000 WAS DONATED TO THE BEVERLY ROTARY CLUB FOUNDATION FOR SCHOLARSHIPS TO LOCAL STUDENTS WISHING TO FURTHER THEIR EDUCATION. 5,000 WAS DONATED TO ROTAPLAST, A NON PROFIT HUMANITARIAN ORGANIZATION DEDICATED TO PROVIDING FREE RECONSTRUCTIVE CLEFT-PALATE OPERATIONS FOR CHILDREN IN NEED WORLDWIDE. THE REMAINING 4,485 WAS GRANTED TO SEVERAL COMMUNITY AND SPORTING EVENTS COMMITTED TO IMPROVING LIFE FOR THE CITIZENS OF BEVERLY AND SURROUNDING TOWNS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 30
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09782363202
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ReturnHeader/Filer/EIN0046051215
ReturnHeader/Filer/PhoneNum09782363202
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043704462
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GJ BURNS CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 ELM ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0019232811
ReturnHeader/PreparerPersonGrp/PhoneNum09787771181
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGG J BURNS CPA
ReturnHeader/ReturnTs02017-11-15T08:52:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.64$0.72$0.07
2024Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.66$0.74$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.08$0.77$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.78$0.72$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.00$0.21$0.35$0.29$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.75$0.77$0.02
2019Summary only. Only limited summary data is available for this year.$0.17$0.00$0.91$0.91$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$1.01$0.86$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.82$0.99$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.96$0.82$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.00$0.05$1.03$1.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.84$1.00$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.23$0.27$1.11$1.15$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.01$0.31$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.13$0.11$0.69